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Replicate Sage 200 Data for Use in Salesforce Connect

Replicate Sage 200 data to a PostgreSQL database on Heroku and connect it to Salesforce using Salesforce Connect.

CData Sync is a stand-alone application that provides solutions for a variety of replication scenarios, such as replicating sandbox and production instances into your database. By replicating Sage 200 data to a PostgreSQL database in Heroku, you gain access to Sage 200 external objects (using Salesforce Connect) alongside standard Salesforce objects.

Requirements

For this replication example, you need the following:

CData Sync (trial or licensed), along with a license (full or trial) for Sage 200 replication.

A Heroku app with the Heroku Postgress and Heroku Connect add-ons provisioned.

A Salesforce account.

Configure the Replication Destination

Using CData Sync, you can easily replicate Sage 200 data to a PostgreSQL database on Heroku. For this article, you need an existing PostgreSQL database on Heroku. To add your PostgreSQL database as a replication destination, navigate to the Connections tab.

Click Add Connection.

Select PostgreSQL as the destination and enter the necessary connection properties.

To connect to PostgreSQL, set the Host, Port (the default port is 5432) and Database connection properties, then set the user and password you wish to use to authenticate to the server. If the Database property is not specified, the data provider connects to the user's default database.

Click Test Connection to ensure the connection is configured properly.

Click Save Changes.

Configure the Sage 200 Connection

You can configure a connection to Sage 200 from the Connections tab. To add a connection your Sage 200 data, navigate to the Connections tab.

Click Add Connection.

Select a source (Sage 200).

Configure the connection properties.

Schema: Determines which Sage 200 edition you are connecting to. Specify either StandardUK or ProfessionalUK.

Subscription Key: Provides access to the APIs that are used to establish a connection. You will first need to log into the Sage 200 API website and subscribe to the API edition that matches your account. You can do so here: https://developer.columbus.sage.com/docs/services/api/uk. Afterwards, the subscription key may be found in your profile after logging into Sage 200.

Click Connect to ensure that the connection is configured properly.

Click Save Changes.

Configure Queries for Each Sage 200 Instance

CData Sync enables you to control replication with a point-and-click interface. To configure a replication, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

Customize Your Replication

You can use the Transform feature to customize your replication, whether you want to only replicate specific fields, compute new fields based on existing fields, and/or filter the results based on specific conditions:

Add or remove fields using the check boxes

Add computed fields to the bottom of the column listing

Add filters using the Filter section

As you make changes using the interface, the SQL query used for the replication changes, going from something simple, like this:

Configure an External Data Source in Salesforce

After the OData service for Heroku is configured, we can connect to the replicated Sage 200 data as an external data source from Salesforce Connect.

In Salesforce, click Setup

In the Administration section, click Data -> External Data Sources

Set the data source parameter properties:

External Data Source: the name you wish to display in the Salesforce user interface

Name: a unique identifier for the API

Type: Salesforce Connect: OData 4.0

URL: Enter the OData endpoint from Heroku Connect (above)

Format: JSON

Set Authentication:

Identity Type: Named Principal

Authentication Protocol: Password Authentication

Username: the Heroku Connect username

Password: the Heroku Connect password

Click Save.

Synchronize Sage 200 Objects

After you have created the external data source in Salesforce, follow the steps below to create Sage 200 external objects that reflect any changes in the data source. You will synchronize the definitions for the Sage 200 external objects with the definitions for Sage 200 tables.

Click the link for the external data source you created.

Click Validate and Sync.

Select the Sage 200 tables you want to work with as external objects and click Sync.

Access Sage 200 Data as Salesforce Objects

At this point, you will be able to connect to and work with your replicated Sage 200 entities as external objects just as you would with standard Salesforce objects, whether you are simply viewing the data or building related lists of external Sage 200 data alongside standard Salesforce objects.

Download a 30-day free trial of CData Sync and replicate your Sage 200 data for use with Salesforce Connect today!

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